DLL

Portfolio Services Administrator – Co-op

DLL

internship

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Location Type: Hybrid

Location: Burlington • Canada

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Salary

💰 CA$20 - CA$23 per hour

Job Level

Entry Level

About the role

  • Monitor the portfolio ensuring that our insurance requirements are being met, contacting customers for proper documentation when necessary
  • Placing customers on our forced placed insurance program when necessary
  • Outbound follow-up on the phone and email to expired or missing liability insurance worklist
  • Ensure liability insurance is obtained from end users on identified risk portfolios
  • Escalate the issue of missing or expired liability to internal sales and vendors for assistance
  • Issue letters and/or invoices as required on liability required contracts as escalation
  • Communicate with agents, customers, various internal departments and dealers/vendor as required to resolve insurance coverage issues
  • Verify proof of insurance, update customer database, and manage internal and external claims
  • Respond to insurance inquiries and resolve insurance issues
  • Relabeling files and file/folder organization for virtual storage
  • Assist with procedure write-ups as a result of efficiency enhancement project participation
  • Complete excel file data entry and formulas for mass scale asset detail spreadsheets
  • Other duties (general office) as required
  • Participate in department and cross-functional initiatives

Requirements

  • Must be enrolled in a recognized undergraduate co-op
  • Solid technical skills including Microsoft Office applications (Word, Excel, Outlook)
  • Positive, proactive attitude
  • Strong organizational skills, ability to prioritize and multitask
  • Excellent verbal and written communication skills
  • Detail oriented
  • Ability to work from home remotely/independently, in a virtual team environment and in-person/in-office
  • Bilingual an asset (French)
Benefits
  • Participation in the Learning and Development Program while you complete your placement
  • Access to e-learning and skill development courses
  • Regional and global networking opportunities with members
  • Exposure to a global vendor finance company with Great Place to Work certifications in 16 countries

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data entryExceldocumentation managementinsurance verificationclaims managementfile organizationprocedure writing
Soft skills
organizational skillscommunication skillsattention to detailproactive attitudeability to multitaskindependent workteam collaboration